Frequently Asked Questions

  • We are a financial planning and wealth management firm located in Irvine, CA. We work virtually with clients across the country.

  • Yes.  “Fee Only” means CFM earns only the fees paid by the client.  CFM does not sell products or earn commissions.

  • Yes.  “Fiduciary” means that we put our client’s interest above our own.

  • No. We will ask you to fill out a short questionnaire and gather some documents prior to the meeting.  Other than a minimal investment of your time, the call is free.

  • CFM has 2 primary service offerings: financial planning and investment management. These services are offered in the following formats:

    One-Time Financial Plan

    Ongoing Financial Planning

    Investment Management

    Ongoing Financial Planning + Investment Management

    Learn More about our Fees

  • AUM is an abbreviation for Assets Under Management.  AUM measures the amount of a investments that CFM manages for a client.

  • There is no asset minimum for our One-Time Plan and Ongoing Financial Planning service offerings.

  • CFM develops individual portfolios to match a client’s risk tolerance and financial planning needs.  Our primary focus is investing for the long-term using primarily low-cost mutual funds and ETFs.  CFM takes a measured, scientific approach to investing, and does not try to outguess the market.  

  • No, all services are cancellable at any time with 30 days’ notice.

  • After the complimentary 30-minute meeting, CFM will provide a proposal and fee-quote.

  • Schedule your complimenary 30-minute call today.

Any more questions?  Schedule your complimentary 30-minute call today!